HWMA
GRFS

Heritage Wealth Management (Arizona)’s Grifois GRFS Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio GRFS Stock Details GRFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$35K Buy
2,387
+154
+7% +$2.33K 0.01% 495
2021
Q2 		$39K Buy
2,233
+436
+24% +$7.81K 0.01% 491
2021
Q1 		$31K Buy
+1,797
New +$31.1K 0.02% 440

Other funds holding GRFS

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s GRFS Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) increased its Grifois (GRFS) stake by 6.9% in Q3 2021, buying an estimated $2.33K and bringing the position to 2,387 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #495.

Heritage Wealth Management (Arizona) first reported a position in GRFS in Q1 2021 and has held it in 3 quarters since. The position peaked at $39K in Q2 2021. 139 funds tracked by Wall St. Rank hold GRFS as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 2,387 shares of Grifois worth $35K as of Q3 2021.
  • Heritage Wealth Management (Arizona) bought 154 Grifois shares in Q3 2021, an estimated $2.33K.
  • Grifois made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #495 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Grifois in Q1 2021 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s Grifois position peaked at $39K in Q2 2021.
  • 139 funds tracked by Wall St. Rank held Grifois as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.